CPE & Event Catalog
Staff Retention Keep the Best People WEBCAST
-
Your Desk
3.0 Credits
Remote workforce. Employee retention. Staff turnover.
K2's Excel’s Best Practices and Features WEBCAST
-
Your Desk
2.0 Credits
What to look for in newer versions of Excel. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.
Metrics Management – Dashboards, Performance Tools, and Open-Book Management WEBCAST
-
Your Desk
2.0 Credits
Business Performance Management (BPM) concepts and tools. Designing effective dashboards and scorecards. Using color, visuals, and layout to improve understanding. Common reporting and dashboard failures. Asking the right questions: what happened, why, and what's next. Open-book management principles and requirements. Linking metrics to incentives and behavior. Building trust through transparency and clarity.
The AI Revolution in 2026: What CPAs Should Know WEBINAR
-
Your Desk
2.0 Credits
State of AI technology in 2026. Essential terminology. CPA use cases. Risk management and data governance. What's next.
How to Audit Accounting Estimates WEBINAR
-
Your Desk
2.0 Credits
Procedures to test the process used by management to develop estimates. Common examples of accounting estimates that are included in the financial statements. Updated requirements in SAS 143.
Tactical Finance Leadership – Building the Finance Team of Tomorrow WEBCAST
-
Your Desk
2.0 Credits
How the finance role has evolved—and where it is headed. Technology, AI, and real-time financial information. Knowledge obsolescence and the growing CPE gap. Talent development, delegation, and employee engagement. Integrating multi-generational workforces. Emotional intelligence and communication skills for finance leaders. Preventing bad decisions through structure and discipline. Redefining what it means to be an effective CFO.
CORE Series: Understanding the Fundamentals of Single Audits WEBINAR
-
Your Desk
1.0 Credits
How single audits work. How major programs are determined. Where to locate and interpret key guidance.
Leverage PowerBI.com to Create Data Analysis for Others WEBINAR
-
Your Desk
2.0 Credits
Tour of the PowerBI.com interface. PowerBI.com concepts. Connecting to data. Visualizations and dashboards. Q&A feature. Sharing datasets, reports, dashboards. Creating apps.
IRS Penalties and Abatements WEBINAR
-
Your Desk
2.0 Credits
Various types of penalties. Rules on waiver of penalties and interests. Various forms and procedures for requesting relief. First Time Abatement. How an individual taxpayer qualifies for Reasonable Cause abatement. Procedures for requesting refund of paid penalties. Available administrative options.
Sarbanes-Oxley Overview WEBCAST
-
Your Desk
1.6 Credits
Sarbanes-Oxley compliance.
Advanced ChatGPT for Accountants WEBINAR
-
Your Desk
2.0 Credits
Introduction to ChatGPT and its applications in accounting. Custom instructions for persistent context in financial conversations. Analyzing financial statements and news releases using ChatGPT. Exploring business opportunities through hyper-local and sectoral analysis. Advanced data analysis for financial comparisons and capital asset audits. Image analysis for asset, space, and user interface design. Voice interaction with ChatGPT for enhanced user experience and accessibility.
Basis Calculations and Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis WEBCAST
-
Your Desk
8.0 Credits
Detailed coverage of any new legislation affecting basis computations and distributions and changes to the schedule K-1s. Line-by-line analysis of the Schedule K-1s to determine how the items affect a S shareholder's stock and debt basis and a partner's outside basis and where the items get reported on Federal individual income tax return. The three loss and deduction limitations on the owner's individual income tax return. How cash or non-cash distributions affect the basis calculations and whether or not they are taxable to the owners. Compare the tax treatment of the sale of a shareholder's stock in a S corporation and a partner's interest in a partnership. What constitutes debt basis for a S corporation shareholder under the final regulations. The tax ramifications of repaying loans to S corporation shareholders and on open account debt. How recourse and non-recourse debt effect a partner or member's basis calculations and amount at-risk.
Reclaiming Your Energy - 3 Keys to Control Your Chaos and Boost Resilience WEBCAST
-
Your Desk
1.0 Credits
Leadership. Professional development. Time management.
Forensic and Fraud Interviewing Techniques and Skills WEBCAST
-
Your Desk
2.2 Credits
Forensic accounting. Accounting. Auditing. Finance.
How AI Is Automating Internal Control WEBINAR
-
Your Desk
4.0 Credits
An explanation of AI. Specific ways AI is replacing human cognition. What is on the internal control horizon related to AI and other technologies.
OBBA of 2025: Business Overview WEBCAST
-
Your Desk
2.0 Credits
An overview of provisions of existing law extended or made permanent without substantial change, including qualified opportunity zones. Provisions of existing law extended or made permanent with substantial change, including bonus depreciation, Sec. 179 immediate expense deduction, deduction of research and experimentation expenses, and cash method of accounting. New law provisions applicable to businesses, including bonus depreciation of nonresidential real estate. Repealed existing law, including the commercial clean vehicle credit and electric car charger credit.
Practical Accounting Update WEBCAST
-
Your Desk
4.0 Credits
New rules in the accounting arena. SQMS. NOCLAR rules. Cybersecurity. New audit standards.
All About Fraud - Examples, Prevention and Auditing WEBINAR
-
Your Desk
4.0 Credits
2026 Report to the Nations issued by the Association of Certified Fraud Examiner. Practical approaches organizations use to prevent and deter fraud, highlighting controls, policies, and cultural factors that can reduce fraud risk. Recent fraud cases reported in the news to reinforce how these schemes manifest in real-world settings. Discussion of the auditor's responsibilities related to fraud under AU-C 240, including an overview of proposed changes to the fraud standards and what they may mean for future audit engagements.
I want the TRUTH: Preparing to be an Expert Witness WEBCAST
-
Your Desk
2.0 Credits
Rules of civil and criminal procedure. Applicable standards. Testifying basics. Cross-examination techniques.
Retirement Penalties and Rollover Issues WEBCAST
-
Your Desk
2.0 Credits
What the IRS knows: Forms 1099R and 5498. Exceptions to the ten percent penalty. Secure 2.0 changes to the late payment penalty. History of the 60-day Rule and Recent Developments. Rulings and self-certification. Form 5329 use and strategies.